Create an Application in HubSpot

🔍 In this step we want to create an API key so that we can authenticate on the HubSpot CRM API using an API key.

1. In your HubSpot instance, create a private application. We named it "Luware Nimbus Power Automate".
2. Generate an API token. It should look like this:
   

✅ Note down the access token. In the next step we want to create the flow and use this token in the query of the Power Automate HTTP Element, by setting the headers to:

CODE
headers: {
 'Authorization': `Bearer ${YOUR_TOKEN}`,
 'Content-Type': 'application/json'
 }

Start Flow

1. Go to the Flow landing page.
2. Go to "My Flows".
3. Click "+ New Flow" and create a blank "Automated Cloud Flow".
4. Give your new flow a meaningful name, e.g. "Get Caller Information from HubSpot".
5. In the text box underneath, search for “Nimbus” and choose the “When a task changes state” trigger.
6. Click the Create button.
   
7. Select the “When a task changes state” trigger.
8. In the “Services Item” dropdown, select the Nimbus service's UPN.
   💡 You can also get the data of multiple services at this point, but for the sake of simplicity we keep it to one service in this example.
9.  In the “Task Events” dropdown select “System Accepted”.
10. In the “Advanced parameters” dropdown enable “Modalities” and "Directions".
11. In the “Modalities Item” dropdown select “Audio”.
12. In the “Directions Item” dropdown select “Inbound”.

Initialize Variable

1. In the editing area click to add a new action.
2. Search for "variable" and select “Initialize variable” under the “Variable” section.
3. Configure the action as follows:

Field	Value to fill in / 🌟 = Nimbus dynamic content
Name	APIKey
Type	String
Value	Paste your Access token into this field.

4. In the editing area click to add a new action.

1. Search for "variable" and select “Initialize variable” under the “Variable” section.
2. Configure the action as follows:

Field	Value to fill in / 🌟 = Nimbus dynamic content
Name	HubspotBaseContactUrl
Type	String
Value	https://app-eu1.hubspot.com/contacts/<your instance id>/contact/

Retrieve Caller Information via HTTP Request

1. In the editing area click to add a new action.
2. Search for "HTTP" and select “HTTP” under the “HTTP” section.
3. Configure the action as follows:

Field	Value to fill in / 🌟 = Nimbus dynamic content
URI	https://api.hubapi.com/crm/v3/objects/contacts/search
Method	POST
Headers	Enter the following key/value pair: Key Value Authorization Bearer @{variables('APIKey')} Content-Type application/json
Body	The body part consists of filterGroups: allow to filter on properties. properties: defines which fields we want to return in the response. Paste the following code into the body: CODE { "filterGroups": [ { "filters": [ { "propertyName": "phone", "operator": "EQ", "value": "@{triggerOutputs()?['body/microsoftCallerId']}" } ] } ], "properties": [ "firstname", "lastname", "phone", "mobilephone", "company", "email", "jobtitle", "hs_contact_id" ] } 💡 You can omit the "properties" section to return the default fields. Please read the HubSpot documentation to get further information. If you want to search in all default fields you can simplify the body part using: CODE { "q": "@{triggerOutputs()?['body/microsoftCallerId']}" }

💡At this point you can already test your flow and should get a valid response if the phone number was found at a HubSpot contact. A valid response would look like:

CODE
{
 "total": 1,
 "results": [
 {
 "id": "51",
 "properties": {
 "createdate": "2022-07-21T12:32:03.719Z",
 "email": "bh@hubspot.com",
 "firstname": "Brian",
 "hs_object_id": "51",
 "lastmodifieddate": "2022-07-21T13:15:53.545Z",
 "lastname": "Halligan (Sample Contact)"
 },
 "createdAt": "2022-07-21T12:32:03.719Z",
 "updatedAt": "2022-07-21T13:15:53.545Z",
 "archived": false
 }
 ]
}

Saving the results of the query

1. In the editing area click to add a new action.
2. Search for "Data operation compose" and select “Compose” under the “Data operation” section.
3. Configure the action as follows:

Field	Value to fill in / 🌟 = Nimbus dynamic content
Inputs	body('HTTP')?['results']

Update the Nimbus task

1. In the editing area click to add a new action.
2. Search for "Nimbus" and select “Update task” under the “Luware Nimbus” section.
3. Configure the action as follows:

Field	Value to fill in / 🌟 = Nimbus dynamic content
Task ID	🌟 Task ID
Customer First Name	outputs('Compose')?[0]['properties']['firstname']
Customer Last Name	outputs('Compose')?[0]['properties']['lastname']
Customer Display Name	@{outputs('Compose')?[0]['properties']['firstname']} @{outputs('Compose')?[0]['properties']['lastname']}
Customer Company	outputs('Compose')?[0]['properties']['company']
Customer Job Title	outputs('Compose')?[0]['properties']['jobtitle']
Customer Primary Telephone Number	outputs('Compose')?[0]['properties']['phone']
Telephone Numbers	Click on to and add [ { "name": "Office Phone", "value": @{outputs('Compose')?[0]['properties']['phone']} }, { "name": "Mobile Phone", "value": @{outputs('Compose')?[0]['properties']['mobilephone']} } ]
Custom Context Parameters	Click on to and add [ { "name": "HubSpotId", "value": @{outputs('Compose')?[0]['id']} }, { "name": "HubSpotUrl", "value": @{concat(variables('HubspotBaseContactUrl'), outputs('Compose')?[0]['id'])} } ] Make sure to replace <your instance id> in the above expression with the ID of your HubSpot instance.